Ancora Advisors’s Swiss Helvetia Fund SWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77K | Hold |
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|
2025
Q1 | $9.85K | Hold |
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|
2024
Q4 | $8K | Hold |
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|
2024
Q3 | $9.56K | Hold |
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|
2024
Q2 | $8.62K | Hold |
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|
2024
Q1 | $8.47K | Hold |
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|
2023
Q4 | $8.76K | Hold |
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|
2023
Q3 | $8.16K | Hold |
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|
2023
Q2 | $8.78K | Hold |
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|
2023
Q1 | $8.47K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $113K | Sell |
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|
2018
Q2 | $188K | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $194K | Sell |
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|
2017
Q3 | $198K | Hold |
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|
2017
Q2 | $197K | Sell |
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|
2017
Q1 | $460K | Hold |
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|
2016
Q4 | $406K | Buy |
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|
2016
Q3 | $189K | Buy |
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|
2016
Q2 | $183K | Buy |
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|
2016
Q1 | $177K | Hold |
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|
2015
Q4 | $184K | Hold |
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|
2015
Q3 | $189K | Hold |
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|
2015
Q2 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $194K | Hold |
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|
2014
Q3 | $236K | Hold |
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|
2014
Q2 | $254K | Hold |
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|
2014
Q1 | $251K | Sell |
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|
2013
Q4 | $319K | Hold |
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|
2013
Q3 | $325K | Hold |
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|
2013
Q2 | $282K | Buy |
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